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CIK: 0001080382
Total reported value
$841.8M
$841.8M
113 檔
20.7%
As reported in its official Q1 2026 Form 13F filing, Eubel Brady & Suttman Asset Management Inc's tracked investment portfolio stood at $841.8M with 113 total positions.
In Q1 2026, Eubel Brady & Suttman Asset Management Inc displayed an active expansion posture, initiating 9 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 4.51% | +0.18% | -0.07% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.33% | +0.18% | +0.73% | |
| 3 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.24% | -0.57% | +13.93% | |
| 4 | PYPL | Paypal Holdings Inc | Stock-Financials | 4.12% | -0.26% | +55.70% | |
| 5 | MDT | Medtronic plc | Stock-Healthcare | 3.39% | -0.27% | +0.75% | |
| 6 | IFF | Intl Flavors & Fragrances | Stock-Materials | 3.39% | +0.33% | -6.52% | |
| 7 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 3.21% | -0.17% | +9.73% | |
| 8 | INTU | Intuit Inc | Stock-Tech | 3.16% | -1.23% | +12940.08% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.15% | -0.02% | +0.82% | |
| 10 | BF-B | Brown-forman Corp-class B | Stock-Other | 3.06% | +0.01% | +12.91% | |
| 11 | SLB | Slb LTD | Stock-Energy | 2.82% | -0.63% | -29.22% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | +0.01% | +84.16% | |
| 13 | KVUE | Kenvue Inc | Stock-Consumer Staples | 2.77% | -2.72% | +4.79% | |
| 14 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.66% | +0.38% | +22.57% | |
| 15 | CNH | CNH Industrial N.V. | Stock-Industrials | 2.62% | +0.07% | +9.36% | |
| 16 | POOL | Pool CORP | Stock-Industrials | 2.54% | +0.59% | — | |
| 17 | ETSY | Etsy Inc | Stock-Consumer Disc | 2.48% | +1.23% | +5.32% | |
| 18 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 2.47% | +0.07% | -58.70% | |
| 19 | L | Loews CORP | Stock-Financials | 2.33% | +0.13% | -27.34% | |
| 20 | CROX | Crocs Inc | Stock-Consumer Disc | 2.30% | +0.93% | — | |
| 21 | PII | Polaris Inc | Stock-Consumer Disc | 2.25% | +0.06% | +1.75% | |
| 22 | KMX | Carmax Inc | Stock-Consumer Disc | 2.20% | +0.23% | +16.69% | |
| 23 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 2.18% | -0.64% | — | |
| 24 | VNT | Vontier CORP | Stock-Tech | 2.02% | +0.16% | +1.04% | |
| 25 | CNX | Cnx Resources CORP | Stock-Energy | 1.86% | -0.22% | -0.02% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.86% | +0.08% | -0.21% | |
| 27 | CNR | Core Natural Resources Inc | Stock-Energy | 1.82% | -0.44% | -1.66% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.80% | -0.26% | -36.76% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.42% | -11.06% | |
| 30 | NRP | Natural Resource Partners LP | Stock-Other | 1.68% | -0.33% | — | |
| 31 | FISV | Fiserv Inc | Stock-Other | 1.58% | -0.19% | +1.41% | |
| 32 | NEU | Newmarket CORP | Stock-Materials | 1.55% | +0.34% | +3.38% | |
| 33 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.53% | +1.51% | +1.23% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.77% | — | -3.86% | |
| 35 | LYFT 0.625 03-01-29Bond | Lyft Inc | Bond | 0.72% | +0.03% | — | |
| 36 | TRIP 0.25 04-01-26Bond | Tripadvisor Inc | Bond | 0.71% | -0.71% | EXIT | |
| 37 | GWRE 1.25 11-01-29Bond | Guidewire Software Inc | Bond | 0.71% | -0.03% | — | |
| 38 | BSY 0.375 07-01-27Bond | Bentley Systems | Bond | 0.67% | +0.01% | +500.00% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.67% | +0.08% | -61.56% | |
| 40 | WGO 3.25 01-15-30Bond | Winnebago Industries | Bond | 0.64% | +0.02% | — | |
| 41 | GPN 1.5 03-01-31Bond | Global Payments Inc | Bond | 0.63% | +0.01% | — | |
| 42 | CAKE 2 03-15-30Bond | Cheesecake Factory (the) | Bond | 0.60% | +0.16% | — | |
| 43 | SPB 3.375 06-01-29Bond | Spectrum Brands Inc | Bond | 0.59% | +0.03% | — | |
| 44 | HAE 2.5 06-01-29Bond | Haemonetics CORP | Bond | 0.56% | +0.04% | — | |
| 45 | PRK | Park National CORP | Stock-Other | 0.44% | +0.06% | +0.69% | |
| 46 | ETSY 0.25 06-15-28Bond | Etsy Inc | Bond | 0.42% | +0.01% | — | |
| 47 | PATK 1.75 12-01-28Bond | Patrick Industries Inc | Bond | 0.41% | -0.06% | -50.00% | |
| 48 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.34% | +0.03% | +0.64% | |
| 49 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.28% | +0.06% | — | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTU | Intuit Inc | +3.1% | +12940.08% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | +84.16% | Add |
| 3 | PYPL | Paypal Holdings Inc | +0.9% | +55.70% | Add |
| 4 | CNH | CNH Industrial N.V. | +0.7% | +9.36% | Add |
| 5 | BSY 0.375 07-01-27Bond | Bentley Systems | +0.6% | +500.00% | Add |
| 6 | CMCSA | Comcast Corp-class A | +0.6% | +13.93% | Add |
| 7 | KMX | Carmax Inc | +0.5% | +16.69% | Add |
| 8 | BF-B | Brown-forman Corp-class B | +0.5% | +12.91% | Add |
| 9 | GNTX | Gentex CORP | +0.5% | +22.57% | Add |
| 10 | ZBH | Zimmer Biomet Holdings Inc | +0.5% | +9.73% | Add |
| 11 | CNR | Core Natural Resources Inc | +0.3% | -1.66% | Trim |
| 12 | NRP | Natural Resource Partners LP | +0.3% | — | Unchanged |
| 13 | KVUE | Kenvue Inc | +0.3% | +4.79% | Add |
| 14 | IFF | Intl Flavors & Fragrances | +0.2% | -6.52% | Trim |
| 15 | CNX | Cnx Resources CORP | +0.2% | -0.02% | Trim |
| 16 | CVX | Chevron CORP | +0.1% | -0.03% | Trim |
| 17 | SPB 3.375 06-01-29Bond | Spectrum Brands Inc | +0.1% | — | Unchanged |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.73% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +0.05% | Add |
| 20 | PRK | Park National CORP | +0.1% | +0.69% | Add |
| 21 | TRIP 0.25 04-01-26Bond | Tripadvisor Inc | +0.1% | — | Unchanged |
| 22 | VNT | Vontier CORP | 0% | +1.04% | Add |
| 23 | NEU | Newmarket CORP | 0% | +3.38% | Add |
| 24 | GPN 1.5 03-01-31Bond | Global Payments Inc | 0% | — | Unchanged |
| 25 | MRK | Merck & Co. Inc. | 0% | +3.03% | Add |
| 26 | CAT | Caterpillar Inc | 0% | +1.97% | Add |
| 27 | GEV | GE Vernova Inc | 0% | +0.34% | Add |
| 28 | ETSY 0.25 06-15-28Bond | Etsy Inc | 0% | — | Unchanged |
| 29 | WGO 3.25 01-15-30Bond | Winnebago Industries | 0% | — | Unchanged |
| 30 | DE | Deere & Co | 0% | — | Unchanged |
| 31 | PEP | Pepsico Inc | 0% | +3.69% | Add |
| 32 | TXN | Texas Instruments Inc | 0% | +6.90% | Add |
| 33 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 34 | SMOT | Vaneck Morningstar Smid Moat | 0% | +0.64% | Add |
| 35 | WMT | Walmart Inc | 0% | +1.68% | Add |
| 36 | CL | Colgate-palmolive Co | 0% | +8.07% | Add |
| 37 | HSY | Hershey Co/the | 0% | -8.24% | Trim |
| 38 | SFBS | Servisfirst Bancshares Inc | 0% | — | Unchanged |
| 39 | CSCO | Cisco Systems Inc | 0% | +5.32% | Add |
| 40 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 41 | PG | Procter & Gamble Co/the | 0% | +0.63% | Add |
| 42 | RTX | Rtx CORP | 0% | -0.62% | Trim |
| 43 | HD | Home Depot Inc | 0% | +2.77% | Add |
| 44 | CMI | Cummins Inc | 0% | — | Unchanged |
| 45 | ETSY | Etsy Inc | — | +5.32% | Add |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | — | -3.86% | Trim |
| 47 | AVGO | Broadcom Inc | — | +1.60% | Add |
| 48 | NVDA | Nvidia CORP | — | +0.57% | Add |
| 49 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 50 | SHEL | Shell Plc-adr | — | — | Unchanged |
According to official SEC Form 13F filings, Eubel Brady & Suttman Asset Management Inc reported a total U.S. public equity portfolio value of $841.8M across 113 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BN, BRK-B, CMCSA) accounted for 20.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
POOL
市值: $21.5M
Top Position Liquidated / Trimmed
WBD
前期市值: $48.1M
During Q1 2026, Eubel Brady & Suttman Asset Management Inc's top holdings by market value included BN (4.5%)、BRK-B (4.3%)、CMCSA (4.2%). The largest single position, BN, represented 4.5% of total portfolio value.
In Q1 2026, Eubel Brady & Suttman Asset Management Inc made 92 total portfolio adjustments, initiating 9 new buys, adding to 52 positions, trimming 23 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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